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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1301	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$4.92K	$0	1	0%	Maintained
1302	SVCP Silicon Valley Capital Partners San Jose, California	$4.75K	$0	1	0%	Maintained
1303	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$4.48K	-$10	1	0%	Reduced
1304	PWA Physician Wealth Advisors Midvale, Utah	$4.35K	-$7.46K	4	0%	Reduced
1305	GBT Grove Bank & Trust Miami, Florida	$4.28K	$0	1	0%	Maintained
1306	RWM Rialto Wealth Management Syracuse, New York	$4.21K	+$1.7K	5	0%	Increased
1307	CWM Crowley Wealth Management Wilmington, Delaware	$4.19K	$0	2	0%	Maintained
1308	BFP Briaud Financial Planning College Station, Texas	$4K	$0	1	0%	Maintained
1309	FCG Financial Connections Group Corte Madera, California	$4K	$0	1	0%	Maintained
1310	NECFA New England Capital Financial Advisors Meriden, Connecticut	$3.93K	$0	2	0%	Maintained
1311	HC Hara Capital Bellevue, Washington	$3.63K	-$15.3K	1	0%	Reduced
1312	SIC SJS Investment Consulting Sylvania, Ohio	$3.54K	-$3.34K	4	0%	Reduced
1313	AFG Albion Financial Group Salt Lake City, Utah	$3.52K	$0	1	0%	Maintained
1314	SC Swan Capital Pensacola, Florida	$3.43K	+$5	2	0%	Increased
1315	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$3.21K	-$512	3	0%	Reduced
1316	CT Clearstead Trust Portland, Maine	$3.17K	-$1.72K	1	0%	Reduced
1317	BCM Boreal Capital Management Miami, Florida	$3.17K	+$2.8K	1	0%	New
1318	AA Addison Advisors Middlebury, Vermont	$3.15K	+$2.57K	1	0%	New
1319	ANBT American National Bank & Trust Wichita Falls, Texas	$3.11K	$0	1	0%	Maintained
1320	NSIM North Star Investment Management Chicago, Illinois	$2.8K	+$5	1	0%	Increased
1321	CHC City Holding Co Charleston, West Virginia	$2.68K	-$5	1	0%	Reduced
1322	ECM Estabrook Capital Management New York	$2.68K	$0	1	0%	Maintained
1323	HAP Harbor Asset Planning Belmont, Massachusetts	$2.6K	+$2.31K	1	0%	New
1324	FRA Front Row Advisors Tiburon, California	$2.59K	+$2.58K	1	0%	New
1325	WCM WealthTrak Capital Management Virginia Beach, Virginia	$2.56K	-$8.24K	2	0%	Reduced